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Author: DDQInvest

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In Credit Weekly Snapshot – Where did all the Jobs Go?

Macro/government bonds The publication of weaker than expected US labour...

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The Viewpoint: Investment Styles – Why Do they Matter?

A source of consistent debate over my career has been...

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What Investors Should know about the Current US Budget Deficit

The bond market constrains the US government’s every move. Breaking...

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A New Agenda for Sustainable Investing Research

A Q&A   As client needs evolve, rigorous sustainable investing...

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Banking on (Non-Traditional) Financials

The hunt for quality growth in the financials sector has...

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Reassessing Sustainability and Investing in Defence

Sustainable investors have typically avoided investments in defence. Geopolitical developments,...

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2025 Midyear Investment Outlook

As we reach the midpoint of 2025, the change we’ve...

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What Uncertainty?

Last month we asked the question ‘is this time different’...

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US Dollar as the Key Driver of H1 Returns

Chart of the week – US dollar as the key...

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Catching Fallen Angels

When corporate bond issuers suffer downgrades, opportunities open up for...

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